LNWWM
Laird Norton Wetherby Wealth Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+5,081
| New | +$227K | 0.01% | 821 |
|
|
2024
Q4 | $259K | Sell |
5,920
-231
| -4% | -$10.1K | 0.01% | 748 |
|
|
2024
Q3 | $253K | Sell |
6,151
-24
| -0.4% | -$986 | 0.01% | 792 |
|
|
2024
Q2 | $222K | Sell |
6,175
-179
| -3% | -$6.45K | 0.01% | 809 |
|
|
2024
Q1 | $231K | Sell |
6,354
-10
| -0.2% | -$363 | 0.01% | 828 |
|
|
2023
Q4 | $211K | Buy |
+6,364
| New | +$211K | 0.01% | 841 |
|
|
2023
Q2 | – | Sell |
-7,481
| Closed | -$227K | – | 942 |
|
|
2023
Q1 | $227K | Buy |
7,481
+448
| +6% | +$13.6K | 0.01% | 788 |
|
|
2022
Q4 | $277K | Sell |
7,033
-413
| -6% | -$16.3K | 0.02% | 711 |
|
|
2022
Q3 | $256K | Sell |
7,446
-196
| -3% | -$6.74K | 0.02% | 710 |
|
|
2022
Q2 | $273K | Sell |
7,642
-564
| -7% | -$20.1K | 0.02% | 714 |
|
|
2022
Q1 | $372K | Buy |
8,206
+802
| +11% | +$36.4K | 0.02% | 622 |
|
|
2021
Q4 | $350K | Buy |
7,404
+188
| +3% | +$8.89K | 0.02% | 651 |
|
|
2021
Q3 | $339K | Buy |
7,216
+487
| +7% | +$22.9K | 0.02% | 638 |
|
|
2021
Q2 | $309K | Buy |
6,729
+7
| +0.1% | +$321 | 0.02% | 695 |
|
|
2021
Q1 | $296K | Sell |
6,722
-65
| -1% | -$2.86K | 0.02% | 607 |
|
|
2020
Q4 | $243K | Buy |
+6,787
| New | +$243K | 0.02% | 736 |
|